I’m hosting a private AI masterclass for CFOs on Thursday, September 3, at 11:00 AM ET.
This is not a demo. This is a 60-minute, hands-on walkthrough of the infrastructure a finance function actually needs to run on AI.
It’s going to be live … You can ask questions.
Find out what works in finance and what does not.
Building the AI infrastructure for finance (LIVE)
Every CFO now has the AI tools.
But only a few can prove the impact of AI.
You are not alone. Gartner found 84% of finance organizations have deployed AI, and only 7% report high impact. Everyone bought the same models. But nobody built the foundation. You all skipped step 0.
This session is about that missing layer.
And I know, doing the work by yourself is miserable.
You try something; it half works, you can’t tell if the problem is the tool or your setup, and there is nobody to ask. The fastest learning I have seen comes from watching someone build it live, trying it yourself, and arguing about it with people.
This 60-minute live session is what it’s all about.
I hate webinars, but I love being in a room with CFOs and solving all the frustrations.
What you’ll learn
Connecting your systems
Setting up an MCP server so AI reads your live data instead of exports
What it can read, what it can write, and who approves it
Why the connection is a security control, not just a convenience
The foundation most CFOs skip
Why every serious finance workflow belongs in a Project
The one instruction that makes output safe for a board
How to set up a Project so your numbers and rules load every single time
Building skills that hold the process
What a skill actually is, in plain terms, and why it beats a prompt
How to build your Chief of Staff as a CFO
How a skill forces the same steps every time: inventory the inputs, flag the exceptions, check the math, write the summary
Corporate memory in Notion
Where the qualitative side of your business lives when it has no ledger
How a rumour, a promise or a phone call gets logged, tested and closed
Why this beats storing context inside the AI itself
Running it across the team with Cowork
Moving from one person experimenting to a finance function operating
Scheduled runs, shared context, and what breaks when you scale it
The strategic layer
How to make your finance function AI-native without losing the audit trail
Who this is for
CFOs, VPs of Finance, FP&A leaders, and controllers. Anyone running a finance function that needs to be ready for what comes next.
What to expect
A 60-minute live masterclass.
I will build the whole stack in my actual environment, from a blank Project to a connected, running workflow, and you will leave knowing how to build your own. Open Q&A throughout. Honest discussion of what works and what breaks.
As a paid member, you get full access to all written content and recordings.
But Live masterclasses are exclusive to Insider Members.
If you want the live experience, upgrade to Insider Member.
If you are already an Insider member, the registration link is below.